Thiemann-Wicker Trust in Westport, Connecticut (CT)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Connecticut
| Thiemann-Wicker Trust | |
| Employer Identification Number (EIN) | 237419357 |
| Name of Organization | Thiemann-Wicker Trust |
| In Care of Name | Nicholas Thiemann Esq |
| Address | PO BOX 5169, Westport, CT 06881-5169 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 12/1974 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $25,000 to $99,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $55,150 |
| Amount of Income | $18,297 |
| Form 990 Revenue Amount | $3,230 |
Non-representatives - add comments:
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $3,230 | $3,297 | $3,297 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $3,297 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $6,244 | $1,192 | $0 | $5,052 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,844 | $1,192 | $652 | |
| Contributions, gifts, grants paid | $4,400 | |||
| Excess of revenue over expenses and disbursements | $-3,014 | |||
| Net investment income | $2,105 | |||
| Adjusted net income | $3,297 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $55,150 | $91,107 |
| Cash - non-interest-bearing | $24,787 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $30,363 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $55,150 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-67 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $21 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $21 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $91,229 |
| Net value of noncharitable-use assets | $89,860 |
| Minimum investment return | $4,493 |
| Distributable Amount (for 2011) | |
| Distributable amount | $4,472 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $4,472 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Connecticut | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Wethersfield Volunteer Ambulance Assn Inc | 206 Prospect St, Wethersfield, CT 06109-3638 | CT | 1958-05 | $352,896 |
| 2 | Whalley Housing Services Inc | 6 Lunar Drive, Woodbridge, CT 06525 | CT | 1997-02 | $39,649 |
| 3 | Wheeler School & Library Of North Stonington | PO BOX 217, N Stonington, CT 06359-0217 | CT | 1919-12 | $409,705 |
| 4 | Where The Player Comes First Inc, West Hartford Amatuer Softball Leag | 1148 Trout Brook Dr, West Hartford, CT 06119-1246 | CT | 2010-02 | $11,680 |
| 5 | Whfh Iii Inc | PO BOX 271382, West Hartford, CT 06127-1382 | CT | 1994-09 | $606,926 |
| 6 | White & Demond Trust, People United Bank | 850 Main St Rc 13-505, Bridgeport, CT 06604-4917 | CT | $569,081 | |
| 7 | White Buffalo Inc | 26 Davison Rd, Moodus, CT 06469-1035 | CT | 1996-03 | $911,488 |
| 8 | White Memorial Conservation Center Inc | PO BOX 368, Litchfield, CT 06759-0368 | CT | 1964-07 | $4,798,096 |
| 9 | Whiting Lane Extended Day Care Inc | 759 Farmington Ave, West Hartford, CT 06119-1646 | CT | 1978-03 | $263,105 |
| 10 | Whitney Players | 26 W Helen St, Hamden, CT 06514-3812 | CT | 2004-03 | $152,495 |
| 11 | Thiemann-Wicker Trust | PO BOX 5169, Westport, CT 06881-5169 | CT | 1974-12 | $18,297 |
| 12 | Widows Society | 200 Glastonbury Blvd 2, Glastonbury, CT 06033-4418 | CT | 1935-04 | $995,642 |
| 13 | Wiks-Usa Inc | PO BOX 200413, New Haven, CT 06520-0413 | CT | 2009-08 | $83,556 |
| 14 | Friends Of Australian Wildlife Conservancy Inc | 1 New Haven Ave Ste 102, Milford, CT 06460-3398 | CT | 2007-07 | $257,403 |
| 15 | Wildlife In Crisis Inc | PO BOX 1246, Weston, CT 06883-0246 | CT | 1990-03 | $378,573 |
| 16 | Wildshare Inc | PO BOX 149, Georgetown, CT 06829-0149 | CT | 1998-09 | $201 |
| 17 | Wilkerson Scholorship Fund | PO BOX 511, Norwalk, CT 06852-0511 | CT | 2001-10 | $39,148 |
| 18 | Will & Stella Gratz Foundation Inc | PO BOX 115, Easton, CT 06612-0115 | CT | 1958-11 | $8,028 |
| 19 | William And Ellen E Macristy Foundation Inc | 259 Wood Pond Rd, Glastonbury, CT 06033-3717 | CT | 1960-12 | $340,014 |
| 20 | William And Lynda Steere Foundation, Davis Elwood B Co-Ttee | PO BOX 2630, Westport, CT 06880-0630 | CT | 1999-07 | $3,693,826 |
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